114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

The Human Side of Money

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The combination of financial psychology and technology has a multiplier effect on client outcomes.

Advisors who effectively integrate both into their practice see significantly higher levels of:

Satisfaction
Loyalty
Referrals
Trust

But, before you get these outcomes, you have to know how to effectively combine the two.

Fortunately, Emily Koochel pioneered this research and provides a roadmap for advisors to combine financial psychology with technology on the path to transforming their client outcomes.

You’ll Learn:

Using technology to create a “feel good” moment
How to work with couples that have financial secrets
Why 6 of 10 clients say their advice isn’t personalized
The technology features that lead to higher client engagement
The 5 financial psychology actions that create better client outcomes

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode –> Go Here.

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